Skip to main content
Survey/Poll
Duplicates
Daniel Steyn
Fractional Sales Leader
Asked a question 2 months ago

Change suggestion request: I can currently duplicate a project by clicking on the duplicate function. But this is cumbersome when I do account management and I want to duplicate several deals for future forecasting purposes. I would like to have the option to duplicate it for every X month or Y quarters Z times. By doing so, I can duplicate more projects faster for future forecasting purposes.

To see the answers/comment from our community members, please login/sign up for free to this Sales community.